SER Metro-Detroit · 1 month ago
Financial Coach (Bilingual-Spanish/English)
Detroit, MI
Full-time
Onsite
Entry, Mid Level
$19/hr - $21/hr
2+ years expSER Metro-Detroit is an organization focused on improving financial stability for low to moderate income families. The Bilingual Financial Coach will provide financial advice and coaching, facilitating workshops and individual counseling to help families achieve their financial goals and navigate financial products and services.
RecruitingStaffing AgencyTraining
Responsibilities
Facilitates financial education workshops such as money management, credit, and banking, mortgage loans, buying a home, and avoiding predatory lenders
Conducts intake for participants seeking financial counseling assistance
Conducts individual counseling on topics such as credit and debt management, savings, budgeting, special assistance programs for homeownership, foreclosure intervention, and other topics as appropriate
Assists the participant to develop a personal financial plan to meet their financial goals
Exposes participants to financial products and services such as check cashing alternatives, flexible financial product and affordable housing products
Assists the participant in devising a debt liquidation plan that includes payoff priorities and timelines
Provides information on Individual Development Accounts (IDAs) and assists with the application process
Maintains follow-up contact with participant on matters discussed in counseling session
Refers participant to community or financial agencies to obtain services outlined in financial plan
Creates and maintain partnerships with financial institutions, real estate agencies, lending institutions, financial industry professionals, and community-based organizations
Maintains program database including data collection, input and program reporting
Represents the organization in various community forums and conducts program presentations
Performs other duties that will contribute to the program’s team effort
Qualification
Required
Bachelor's degree in business administration, finance or other related field
Bilingual language skills in English/Spanish required
Strong Interpersonal skills
Mental ability to handle pressures related to dealing with multiple individuals from diverse backgrounds and varying levels of need
Valid Michigan Driver's License. Incumbent must have a reliable means of transportation
Preferred
Two to four years of related experience in personal financial education, homebuyer education, and/or foreclosure intervention counseling preferred
Certified Financial Planner preferred
Company
SER Metro-Detroit
SER Metro-Detroit focuses on skills training and placement services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lowe's Foundation
2025-02-27Grant
Recent News
2022-11-30
2022-09-30
Crain's Detroit Business
2022-09-08
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